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Name Holding Trade Value Shares
Change
Change in
Stake
IF
701
Ironwood Financial
Arizona
$1.86M
RWM
702
Ritholtz Wealth Management
New York
$1.86M +$1.13M +2,610 +119%
HA
703
Harfst & Associates
Wyoming
$1.85M +$247K +571 +14%
WS
704
Wedbush Securities
California
$1.85M -$159K -369 -7%
SWM
705
Sendero Wealth Management
Texas
$1.84M -$17.1M -39,629 -89%
PAM
706
Panagora Asset Management
Massachusetts
$1.84M -$2.55M -5,913 -55%
MCM
707
MV Capital Management
Maryland
$1.83M +$342K +791 +20%
DWA
708
Douglass Winthrop Advisors
New York
$1.82M +$1.73K +4 +0.1%
SAM
709
Security Asset Management
New York
$1.79M +$54K +125 +3%
PCA
710
Personal Capital Advisors
California
$1.79M +$198K +458 +11%
MCP
711
Mirador Capital Partners
California
$1.79M +$10.8K +25 +0.5%
DADC
712
D.A. Davidson & Co
Montana
$1.78M +$36.3K +84 +2%
TI
713
Tidal Investments
Wisconsin
$1.78M +$67.8K +157 +4%
FDS
714
Freedom Day Solutions
Texas
$1.76M -$41.5K -96 -2%
PTC
715
Private Trust Company
Ohio
$1.76M +$38K +88 +2%
WF
716
Welch & Forbes
Massachusetts
$1.76M +$12.5K +29 +0.6%
BFG
717
Berger Financial Group
Minnesota
$1.75M -$97.6K -226 -5%
CG
718
Caprock Group
Idaho
$1.75M +$150K +348 +8%
EAM
719
EFG Asset Management
Oregon
$1.74M +$36.7K +85 +2%
ISWM
720
Independent Solutions Wealth Management
New York
$1.74M -$25.1K -58 -1%
5L
721
55I LLC
Massachusetts
$1.74M +$1.26M +2,915 +186%
SMH
722
Sanders Morris Harris
Texas
$1.73M -$21.6K -50 -1%
LS
723
Livforsakringsbolaget Skandia
Sweden
$1.73M -$691K -1,600 -26%
CYG
724
Clean Yield Group
Vermont
$1.72M
RA
725
Rational Advisors
New York
$1.72M +$1.9M +4,401 +10,235%